Ethics
The central mission of Kingdom Advisors (“KA”) is to benefit the public by granting the Certified Kingdom Advisor® designation and upholding it as the standard of excellence for biblically wise financial advice. As part of that mission, we require all Certified Kingdom Advisor® designees (“CKA® Designees”) to remain in compliance with a set of ethical principles, rules, and standards in order to use or to continue to use the Certified Kingdom Advisor® designation.
Welcome to Investment Center of Montana, where our application of biblical wisdom coupled with sound financial planning practices distinguishes us. Our team of advisors is dedicated to providing personalized financial planning services to help our clients pursue their financial goals while also prioritizing their values and beliefs. We want to help work toward maximizing your return on life, “The thief cometh not, but for to steal, and to kill, and to destroy: I am come that they might have life, and that they might have it more abundantly.” (John 10:10)
We take a holistic approach to financial planning, considering not only our clients' financial needs but also their spiritual and ethical values. Our services include investment planning, retirement planning, estate planning strategies, tax planning strategies, and more.
We understand that each client has unique needs and goals, which is why we take the time to get to know our clients personally. Our advisors work closely with clients to create a customized financial plan that aligns with their values and helps them pursue their goals.
At Investment Center of Montana, we believe in transparent and open communication with our clients. We provide regular updates on their investments and offer ongoing education to help them make informed financial decisions.
If you're ready to take control of your financial future with the guidance of a Certified Kingdom Advisor, we invite you to schedule a consultation with our team today.
